Number of Shares
28,228.00
Current Holdings Value*
$3.21 Mil
% of Portfolio
1.83%
Total Estimate Gain
$166,385.99
% of Total Estimate Gain
4.73%

CAPSTONE WEALTH MANAGEMENT GROUP, LLC's Invesco S&P MidCap Momentum ETF Holding Summary

As of 2025-03-31, CAPSTONE WEALTH MANAGEMENT GROUP, LLC held 28,228.00 shares of Invesco S&P MidCap Momentum ETF(XMMO), totaling $3.21 Mil. This investment constitutes 1.83% of their stock portfolio, and CAPSTONE WEALTH MANAGEMENT GROUP, LLC now holds 0.09% of the outstanding Invesco S&P MidCap Momentum ETF(XMMO) stock.

The initial trade took place in 2024Q4. And since then CAPSTONE WEALTH MANAGEMENT GROUP, LLC has made 2 purchases of XMMO, at an average price of $124.73, for a total of 28,228.00 shares. Based on historical transaction data and XMMO's current price of $130.62, CAPSTONE WEALTH MANAGEMENT GROUP, LLC's estimated gain on his XMMO holdings is $166,385.99, reflecting a 4.73% gain to date.

CAPSTONE WEALTH MANAGEMENT GROUP, LLC XMMO ($130.62) Holding Chart

CAPSTONE WEALTH MANAGEMENT GROUP, LLC XMMO ($130.62) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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